Accel Wealth Management
WAVERLY IA · SEC CIK 0001838226
$3.83亿2026Q1 申报市值
290持仓数
25.9%前十大占比 · 第一大 4.4%
19 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BUFQ 新建仓+$280.61万
VNLA 加仓+$245.01万
RDVI 加仓+$207.88万
ACYN 新建仓+$188.53万
BUFR 加仓+$172.01万
2026Q1 卖出最多 按季末市值估算
QYLD 减仓-$195.80万
QQQ 减仓-$85.48万
ISPY 减仓-$52.16万
IYW 减仓-$35.61万
KRE 清仓-$31.69万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ADPV | SERIES PORTFOLIOS TR | $33.77万 | 0.09% | 8,008 | 1,596 | 24.9% | $6.73万 | 加仓 |
| WWD | WOODWARD INC | $33.40万 | 0.09% | 933 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $32.87万 | 0.09% | 3,419 | 716 | 26.5% | $6.88万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $32.39万 | 0.08% | 3,951 | 151 | 4.0% | $1.24万 | 加仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $32.38万 | 0.08% | 6,065 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $32.19万 | 0.08% | 3,340 | -339 | -9.2% | -$3.27万 | 减仓 |
| EFA | ISHARES TR | $32.03万 | 0.08% | 3,298 | 0 | 0.0% | — | 不变 |
| FUTY | FIDELITY COVINGTON TRUST | $31.46万 | 0.08% | 5,326 | -2,313 | -30.3% | -$13.66万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $31.24万 | 0.08% | 1,033 | -37 | -3.5% | -$1.12万 | 减仓 |
| SOUN | SOUNDHOUND AI INC | $31.09万 | 0.08% | 45,248 | 6,431 | 16.6% | $4.42万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $30.46万 | 0.08% | 2,324 | -37 | -1.6% | -$4,849 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $30.26万 | 0.08% | 2,730 | 145 | 5.6% | $1.61万 | 加仓 |
| SLV | ISHARES SILVER TR | $30.00万 | 0.08% | 4,403 | -55 | -1.2% | -$3,748 | 减仓 |
| MA | MASTERCARD INCORPORATED | $29.68万 | 0.08% | 594 | -45 | -7.0% | -$2.25万 | 减仓 |
| KO | COCA COLA CO | $29.44万 | 0.08% | 3,871 | -252 | -6.1% | -$1.92万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $29.42万 | 0.08% | 3,711 | -31 | -0.8% | -$2,458 | 减仓 |
| FPXI | FIRST TR EXCHANGE-TRADED FD | $29.25万 | 0.08% | 4,737 | 3 | 0.1% | $185 | 加仓 |
| GEV | GE VERNOVA INC | $29.24万 | 0.08% | 335 | 335 | — | $29.24万 | 新建仓 |
| PFE | PFIZER INC | $29.00万 | 0.08% | 10,326 | 1,336 | 14.9% | $3.75万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $28.88万 | 0.08% | 11,263 | 20 | 0.2% | $513 | 加仓 |
| GM | GENERAL MTRS CO | $28.86万 | 0.08% | 3,874 | -168 | -4.2% | -$1.25万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $28.72万 | 0.07% | 5,721 | -771 | -11.9% | -$3.87万 | 减仓 |
| QCOM | QUALCOMM INC | $28.26万 | 0.07% | 2,194 | -441 | -16.7% | -$5.68万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $28.01万 | 0.07% | 1,536 | 446 | 40.9% | $8.13万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $27.69万 | 0.07% | 25,448 | -9,764 | -27.7% | -$10.62万 | 减仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $27.67万 | 0.07% | 12,508 | 13 | 0.1% | $288 | 加仓 |
| T | AT&T INC | $27.64万 | 0.07% | 9,535 | 736 | 8.4% | $2.13万 | 加仓 |
| GE | GE AEROSPACE | $27.51万 | 0.07% | 969 | 1 | 0.1% | $284 | 加仓 |
| EMXC | ISHARES INC | $27.47万 | 0.07% | 3,492 | -300 | -7.9% | -$2.36万 | 减仓 |
| OGE | OGE ENERGY CORP | $27.01万 | 0.07% | 5,632 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP | $26.50万 | 0.07% | 2,264 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $25.25万 | 0.07% | 14,647 | -69 | -0.5% | -$1,190 | 减仓 |
| HDV | ISHARES TR | $24.58万 | 0.06% | 1,811 | -96 | -5.0% | -$1.30万 | 减仓 |
| ITOT | ISHARES TR | $24.57万 | 0.06% | 1,725 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $24.42万 | 0.06% | 2,709 | -121 | -4.3% | -$1.09万 | 减仓 |
| UNP | UNION PAC CORP | $24.32万 | 0.06% | 1,003 | -8 | -0.8% | -$1,940 | 减仓 |
| XEL | XCEL ENERGY INC | $24.23万 | 0.06% | 3,051 | -567 | -15.7% | -$4.50万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $24.10万 | 0.06% | 3,841 | -167 | -4.2% | -$1.05万 | 减仓 |
| COWZ | PACER FDS TR | $24.05万 | 0.06% | 3,844 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $24.03万 | 0.06% | 2,490 | -30 | -1.2% | -$2,896 | 减仓 |
| KBE | SPDR SERIES TRUST | $24.02万 | 0.06% | 4,034 | 261 | 6.9% | $1.55万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $23.93万 | 0.06% | 1,949 | 14 | 0.7% | $1,719 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $23.89万 | 0.06% | 6,149 | 2 | 0.0% | $78 | 加仓 |
| ABT | ABBOTT LABORATORIES | $23.85万 | 0.06% | 2,323 | -139 | -5.6% | -$1.43万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $23.76万 | 0.06% | 1,094 | -92 | -7.8% | -$2.00万 | 减仓 |
| RY | ROYAL BK CDA | $23.59万 | 0.06% | 1,458 | 0 | 0.0% | — | 不变 |
| FPEI | FIRST TR EXCH TRADED FD III | $23.57万 | 0.06% | 12,408 | -155 | -1.2% | -$2,945 | 减仓 |
| SPYV | SPDR SERIES TRUST | $23.42万 | 0.06% | 4,139 | -383 | -8.5% | -$2.17万 | 减仓 |
| WMB | WILLIAMS COS INC | $23.09万 | 0.06% | 3,172 | -896 | -22.0% | -$6.52万 | 重新持有 |
| IUSV | ISHARES TR | $23.04万 | 0.06% | 2,253 | 0 | 0.0% | — | 不变 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $23.00万 | 0.06% | 2,230 | 34 | 1.5% | $3,506 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $22.69万 | 0.06% | 1,382 | -113 | -7.6% | -$1.85万 | 重新持有 |
| CRWD | CROWDSTRIKE HLDGS INC | $22.64万 | 0.06% | 580 | 39 | 7.2% | $1.52万 | 加仓 |
| F | FORD MTR CO | $22.53万 | 0.06% | 19,520 | 7,966 | 68.9% | $9.19万 | 加仓 |
| PFXF | VANECK ETF TRUST | $22.45万 | 0.06% | 12,798 | 3 | 0.0% | $53 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $22.44万 | 0.06% | 1,530 | 51 | 3.4% | $7,479 | 加仓 |
| ETG | EATON VANCE TX ADV GLBL DIV | $22.28万 | 0.06% | 11,075 | 85 | 0.8% | $1,710 | 加仓 |
| SPYD | SPDR SERIES TRUST | $22.22万 | 0.06% | 4,881 | 20 | 0.4% | $910 | 加仓 |
| AMAT | APPLIED MATLS INC | $21.91万 | 0.06% | 641 | 641 | — | $21.91万 | 新建仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $21.76万 | 0.06% | 4,713 | 4,713 | — | $21.76万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $21.72万 | 0.06% | 605 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $21.64万 | 0.06% | 3,569 | 3,569 | — | $21.64万 | 新建仓 |
| — | PEAKSTONE REALTY TRUST | $21.61万 | 0.06% | 10,346 | -194 | -1.8% | -$4,053 | 减仓 |
| MMM | 3M CO | $21.42万 | 0.06% | 1,475 | 1,475 | — | $21.42万 | 新建仓 |
| MDT | MEDTRONIC PLC | $21.31万 | 0.06% | 2,459 | 17 | 0.7% | $1,473 | 加仓 |
| MTUM | ISHARES TR | $21.23万 | 0.06% | 885 | 885 | — | $21.23万 | 新建仓 |
| BBLU | EA SERIES TRUST | $21.06万 | 0.05% | 14,268 | -3,222 | -18.4% | -$4.76万 | 减仓 |
| NUE | NUCOR CORP | $21.02万 | 0.05% | 1,243 | -45 | -3.5% | -$7,610 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $20.84万 | 0.05% | 2,939 | -525 | -15.2% | -$3.72万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $20.77万 | 0.05% | 2,080 | 2,080 | — | $20.77万 | 新建仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $20.74万 | 0.05% | 12,280 | 12,280 | — | $20.74万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $20.66万 | 0.05% | 967 | 967 | — | $20.66万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $20.58万 | 0.05% | 2,861 | -387 | -11.9% | -$2.78万 | 减仓 |
| PSX | PHILLIPS 66 | $20.22万 | 0.05% | 1,110 | 1,110 | — | $20.22万 | 新建仓 |
| AVDE | AMERICAN CENTY ETF TR | $20.22万 | 0.05% | 2,383 | -260 | -9.8% | -$2.21万 | 减仓 |
| ADI | ANALOG DEVICES INC | $20.15万 | 0.05% | 633 | 633 | — | $20.15万 | 新建仓 |
| RYLD | GLOBAL X FDS | $20.00万 | 0.05% | 13,379 | -699 | -5.0% | -$1.04万 | 减仓 |
| TRIN | TRINITY CAP INC | $19.68万 | 0.05% | 13,380 | 1,380 | 11.5% | $2.03万 | 加仓 |
| VALE | VALE S A | $19.21万 | 0.05% | 12,076 | 12,076 | — | $19.21万 | 新建仓 |
| CHCT | COMMUNITY HEALTHCARE TR INC | $19.07万 | 0.05% | 12,000 | 0 | 0.0% | — | 不变 |
| KRP | KIMBELL RTY PARTNERS LP | $17.36万 | 0.05% | 12,000 | 0 | 0.0% | — | 不变 |
| PK | PARK HOTELS & RESORTS INC | $12.64万 | 0.03% | 12,000 | 0 | 0.0% | — | 不变 |
| LTRX | LANTRONIX INC | $12.58万 | 0.03% | 24,000 | 0 | 0.0% | — | 不变 |
| RXRX | RECURSION PHARMACEUTICALS IN | $12.03万 | 0.03% | 39,200 | -1,000 | -2.5% | -$3,070 | 减仓 |
| GSBD | GOLDMAN SACHS BDC INC | $10.66万 | 0.03% | 12,000 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP | $10.35万 | 0.03% | 10,168 | 0 | 0.0% | — | 不变 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | $5.80万 | 0.02% | 10,206 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK TCP CAPITAL CORP | $4.33万 | 0.01% | 12,000 | 0 | 0.0% | — | 不变 |
| — | MYOMO INC | $2.31万 | 0.01% | 34,200 | -5,882 | -14.7% | -$3,974 | 减仓 |
| — | GABELLI EQUITY TR INC | $2,371 | 0.00% | 338,780 | 338,780 | — | $2,371 | 新建仓 |
| KRE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,890 | -100.0% | -$31.69万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,620 | -100.0% | -$26.08万 | 清仓 |
| SPIP | SPDR SERIES TRUST | $0 | 0.00% | 0 | -9,718 | -100.0% | -$25.22万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,271 | -100.0% | -$24.78万 | 清仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DIA | SPDR DOW JONES INDL AVERAGE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,873 | -100.0% | -$22.17万 | 清仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -4,930 | -100.0% | -$21.86万 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -340 | -100.0% | -$21.18万 | 清仓 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | -412 | -100.0% | -$21.02万 | 清仓 |